Global PC shipments decline 4.9% year over year in Q2 2026, reaching 68.2 million units, according to an IDC report cited by multiple outlets. This is described as the first downturn after nine consecutive quarters of growth. The main driver is a continuing RAM (memory chip) shortage, which affects manufacturers’ ability to build systems and contributes to inventory and pricing pressures across the industry. Storage-related issues and broader geopolitical factors are also cited as additional headwinds weighing on demand and supply.
Within vendor rankings, Lenovo retains the largest share, followed by HP and Dell, with shipment declines reported across several major brands. Apple is characterized as the only notable bright spot among the top vendors, gaining market share as Mac shipments rise while the overall market contracts. One outlet reports approximately 6.7 million Macs shipped in the quarter, up 10.1% year over year, and an increase in Apple’s PC market share to 9.9% from 8.5%. The report also notes that component cost increases lead PC makers to raise prices for customers.